Put manual tasks in your coworking or flex space on auto-pilot with Automations
Automate Your Coworking Space
Save 53% of your time with Automations
Optix is the first and only coworking space automation software that enables you and your team to put all of your manual, repetitive tasks on auto-pilot.
That way, you can reinvest your time into building community, improving your business, and providing an exceptional experience for your members.
What Automations Can Do For You
Save time by automating recurring manual tasks
Coworking and flex space operators can save over 50% of their time by creating automations for manual recurring tasks. Setting up an automation takes less than five minutes and can help you get hours of time back each week.
Improve efficiency with automated workflows
Automations can run 24/7 so you don’t have to. Member onboarding, invoice reminders, and tour follow-ups can all be automated and can happen at any time of day, making Automations your most productive team member at a fraction of the cost.
Elevate the experience for your members and team
Delight members in the right moments, automatically. With Automations, your team can spend less time with technology, and more time connecting with members. We’ll be here to support you every step of the way.
Increase operational efficiency
53%
time saved100,000+
automated actions<2
minutes to complete20+
hours a week savedSee what all the hype is about
Enhance
communication
If somebody creates a drop-in booking from a Web Widget, I have to let them know they need to download the app to open the front door. Being able to automate that communication thanking them for making a booking and asking them to download the app will be super helpful.
Empower
users
Right now I’m answering emails outside of work hours when someone in the community needs something. Automations means I won’t have to do that.
Simplify
internal processes
We like that there's a way to assign certain tasks to certain team members. All past due invoice notifications come to me, all day pass notifications go to our community manager…we like that a lot.
Onboard
new users
The biggest area we were excited to dive into was building a robust onboarding and offboarding set of automations. Those are two very core processes for us, and we’re excited to see how we can start automating them.
Outreach
new leads
Using Automations is already easier than Zapier.
Nurture
existing users
First impressions were great. It’s very easy to comprehend, it's very straightforward, and it’s easy to set things up. It’s pretty intuitive.
Put manual tasks on auto-pilot
Automations is designed to make running your coworking or flex space business a breeze
Robust customization
Create custom automations based on triggers and actions you define
Best-practice Recipes
Select from a variety of best-practice templates to get started quickly
Comprehensive triggers and actions
Create 1,000+ different automations using triggers, actions, conditions, and delays
24/7/365 sending
Automations run in the background so you don’t have to
Customized emails
Customize emails sent in Automations to support your marketing campaigns
Complete enrollment history
See who has been enrolled, at which step, and when
FAQ
Automations is an operational layer that sits on top of the Optix platform. It enables operators to create automations for many of the manual tasks they perform in Optix each day including sending message reminders, following-up on invoices, upselling products, and more.
Automations+ is an Automations subscription tier that unlocks access to premium triggers and actions, additional action limits, and pay-per-action. Automations+ starts at $59/mo depending on your Optix plan.
Here are a few examples of automations that you could run in Optix.
- Welcome and onboard new users: When a new active user joins by an admin, your mobile app, or sign-up widget, automatically send a welcome email and create a task with an onboarding checklist attached. If the user has not downloaded your app after one hour, send a reminder to download the app.
- Begin the offboarding process: When a user is manually enrolled by an admin, send a message confirming their exit and create a task with an offboarding checklist attached.
- Follow-up after a tour: One day after a tour booking date, if the account type is still “lead”, send an email inviting feedback on the tour experience and create a task for you or your admin to follow-up with the opportunity.
Getting started with automating your coworking and flex space operations is easy. If you’re an Optix client, navigate to the Automations tab in your admin dashboard and select a Recipe to get started quickly and easily.
If you’re not an Optix client, you can book a demo with a member of our team and start your free trial of Optix.
Automations is free for all Optix clients on Essentials plans or above. Automations+ is available at an additional cost.